10 | SEC’s Peirce Pushes for MoreAccredited Investor Rule Changes
12 | New Custodian Axos Eyesthe Prize
14 | Market for Ultra-Short ActiveBond ETFs Grows
16 | How to Bridge the ESG Divide
17 | Evergreen Funds OfferInstitutional Access to IndividualInvestors
18 | Wade Pfau Makes Casefor Raising Top Social SecurityClaiming Age to 72
20 | Buffett’s Investments:The ‘Great,’ the ‘Good’ and the‘Gruesome’
RIA Lessons & Leaders
22 | 5 Top Sales Insights FromRobert Cialdini
Women in Wealth
24 | Samantha Russell: Don’tBecome the Next Blockbuster
26 | In a Year Like No Other,Active Managers Stayed Agile
42 | Top 9 Retirement Changesin ‘Secure 2.0’ Bill That’s Headedto House
Wealth & Risk
46 | How Advisors Can HelpClients Understand IncreasingP&C Insurance Rates
48 | How Will the PandemicChange Regulation?Columns
The Playing Field
37 | Reactions From the Front toSecure 2.0
By Melanie Waddell
The sweeping retirement bill still hasto be passed by Congress, yet manyprovisions have caused confusion,say experts.
The Fast Track
39 | What Are the 4 Key Driversof Advisory Firm Growth?
By Angie Herbers
Most owners think in terms ofimproving valuation, revenue andprofits. But underlying actions mustbe taken first.
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